Cement Net Weekly Report: Southwest Market Demand Is Flat, Cement Price Is Weak and Stable (1.12-1.16)

2026-01-16 17:14:05

Affected by the heavy pollution warning and emergency response in Sichuan and Chongqing, the supply and demand are weak, the price is weak and stable, but the volume and price are under pressure; the weather in Yunnan and Guizhou is favorable, but the demand is still weak, the clinker inventory is high, and the cement shipment is relatively acceptable only under the support of some key projects in Yunnan.

Affected by the heavy pollution warning and emergency response in

Sichuan and Chongqing, the supply and demand are weak, the price is weak and stable, but the volume and price are under pressure; the weather in Yunnan and Guizhou is favorable, but the demand is still weak, the clinker inventory is high, and the cement shipment is relatively acceptable only under the support of some key projects in Yunnan.

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Correlation

Affected by the heavy pollution warning and emergency response in Sichuan and Chongqing, the supply and demand are weak, the price is weak and stable, but the volume and price are under pressure; the weather in Yunnan and Guizhou is favorable, but the demand is still weak, the clinker inventory is high, and the cement shipment is relatively acceptable only under the support of some key projects in Yunnan.

2026-01-16 17:14:05

On October 13, the Office of Industry and Information Technology of Jiangxi Province announced that due to the revision of the policy of capacity replacement in the cement and glass industry by the Ministry of Industry and Information Technology, the Office of Industry and Information Technology of Jiangxi Province decided to abolish the Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province (Gongxin Regulation No.2024) from the date of issuance of the notice, and to abolish the "Rules for the Implementation of Capacity Replacement in the Cement and Glass Industry of Jiangxi Province". The capacity replacement of cement and glass industry in the whole province will be handled in accordance with the relevant policies of the Ministry of Industry and Information Technology in the future.